Finserv Acquisition Corp. II

Overview

• IndustryBlank Checks¹
• HeadquartersNew York, New York¹
• Incorporated inDE²
• Business address1345 Avenue Of The Americas, New York, Ny 10105²
• Filer category, Emerging growth company²

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Corporate structure

Finserv Acquisition Corp. II sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Finserv Acquisition Corp. II reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Investments

Leadership

Who has led Finserv Acquisition Corp. II, and when. Pick a name to see everywhere that person has worked.

• Chief executive officerLee Einbinder Feb 17, 2021 to Feb 1, 2023⁸
• PresidentHoward Kurz Feb 17, 2021 to Feb 17, 2021⁹
• Chief financial officerSteven Handwerker Feb 17, 2021 to Feb 17, 2021¹⁰

Timeline

1. Nov 28, 20238-K Other events¹⁵
2. Aug 24, 20238-K Entered a material agreement; New debt or obligation; Bylaws or fiscal year changed¹⁶
3. Feb 24, 20238-K Change to shareholders' rights; Bylaws or fiscal year changed; Shareholder vote¹⁷
4. Feb 10, 20238-K Entered a material agreement; Other events¹⁸
5. Jan 31, 20238-K Unregistered sale of shares; Regulation FD disclosure¹⁹
6. Dec 3, 20218-K Earlier financial statements no longer reliable²⁰
7. Feb 17, 2021New chief executive Lee Einbinder becomes CEO⁸

Filings

28 filings to the SEC since October 2021: 3 annual reports, 8 quarterly reports, 6 major events, 1 insider forms, 4 large holders, 6 other. The latest 20:

1. Feb 8, 2024SC 13G/A EDGAR
2. Dec 18, 202315-12G EDGAR
3. Nov 28, 20238-K CURRENT REPORT EDGAR
4. Nov 13, 202310-Q QUARTERLY REPORT EDGAR
5. Aug 24, 20238-K CURRENT REPORT EDGAR
6. Aug 14, 202310-Q QUARTERLY REPORT EDGAR
7. Aug 2, 2023DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
8. Jul 18, 2023PRE 14A PRELIMINARY PROXY STATEMENT EDGAR
9. May 15, 202310-Q QUARTERLY REPORT EDGAR
10. Mar 31, 202310-K ANNUAL REPORT EDGAR
11. Feb 28, 2023SC 13D/A AMENDMENT NO. 1 TO SCHEDULE 13D EDGAR
12. Feb 24, 20238-K CURRENT REPORT EDGAR
13. Feb 14, 2023SC 13G/A EDGAR
14. Feb 10, 2023DEFA14A DEFINITIVE ADDITIONAL MATERIALS EDGAR
15. Feb 10, 20238-K CURRENT REPORT EDGAR
16. Feb 1, 20234 EDGAR
17. Jan 31, 20238-K CURRENT REPORT EDGAR
18. Jan 30, 2023DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
19. Jan 18, 2023PRE 14A PRELIMINARY PROXY STATEMENT EDGAR
20. Nov 14, 202210-Q QUARTERLY REPORT EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• Saba Capital Management, L.P.SC 13G/A, 3 filings Jun 2, 2022 to Feb 8, 2024²¹
• Finserv Holdings II LLCSC 13D/A, 1 filing Feb 28, 2023²²

SEC filer profile

How Finserv Acquisition Corp. II is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARFinserv Acquisition Corp. II¹
• CIK0001834336
• Employer ID (EIN)85-4030806¹
• Filer status<br>emerging growth company¹
• Incorporated inDelaware¹
• Fiscal year endsDecember 31¹
• Industry code (SIC)6770 Blank Checks¹
• SEC reviewing officeOffice of Real Estate & Construction, Division of Corporation Finance¹
• Business address1345 Avenue Of The Americas, New York, NY 10105¹
• Phone2035582171¹
• Shares outstanding13,259,002 as of May 15, 2023⁴
• Public float$294.0M as of Jun 30, 2022³
• On EDGAR sinceJan 4, 2021¹
• Filings57 in all: 10-Q (9), 8-K (9), 3 (7), S-1/A (3), 10-K (2), 4 (2), CORRESP (2), DEF 14A (2)¹
  All 27 form types

  PRE 14A (2), SC 13G/A (2), 10-K/A (1), 10-Q/A (1), 15-12G (1), 25-NSE (1), 424B4 (1), 8-A12B (1), CERT (1), DEFA14A (1), DRS (1), EFFECT (1), NT 10-Q (1), S-1 (1), S-1MEF (1), SC 13D (1), SC 13D/A (1), SC 13G (1), UPLOAD (1)

• Latest filingsAnnual report (10-K) Mar 31, 2023
  Quarterly report (10-Q) Nov 13, 2023
  Proxy statement (DEF 14A) Aug 2, 2023
  Latest 8-K (8-K) Nov 28, 2023